What is your agency not seeing?

Question 1 of 15

Utilization

Do you track your team's billable utilization rate — and have a target for it?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 2 of 15

Project profitability

Do you know profit by project or client — not just overall agency profit?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 3 of 15

Scope & change orders

Do you track scope changes and the unbilled hours they create?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 4 of 15

Scope & change orders

When work runs past the estimate, do you record why?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 5 of 15

Pipeline & new business

When you lose a pitch or proposal, do you record the reason?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 6 of 15

Pipeline & new business

Can you see your proposal win rate by service line or lead source?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 7 of 15

Client retention

Do you track client retention, churn, and account expansion?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 8 of 15

Client retention

Do you collect client feedback or satisfaction on a regular cadence?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 9 of 15

Client retention

Do you follow up with clients who didn't renew, to learn why?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 10 of 15

Estimating accuracy

Do you compare estimated hours to actual hours on completed projects?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 11 of 15

Capacity & bench

Can you forecast team capacity and bench time a month or two out?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 12 of 15

Team performance

Do you track performance and growth for individual team members?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 13 of 15

Delivery quality

Do you track rework, missed deadlines, or quality issues as a rate over time?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 14 of 15

Cash & receivables

Do you monitor receivables and how long clients take to pay?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 15 of 15

Contractors & tools

Do you track subcontractor and software/tool costs over time?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

That's every question.